Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Client Changes API

The Portfolio/ClientChanges API from Orion Advisor Solutions — 1 operation(s) for portfolio/clientchanges.

GitHub OpenAPI

Operations 2

GET /v1/Portfolio/ClientChanges/{clientId} Gets a list of client changes for specific client id #
PUT /v1/Portfolio/ClientChanges/{clientId} Updates a list of client changes for specific client id #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfolio-clientchanges-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-portfolio-clientchanges-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Client Changes API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Portfolio/ClientChanges
paths:
  /v1/Portfolio/ClientChanges/{clientId}:
    get:
      tags:
      - Portfolio/ClientChanges
      summary: Gets a list of client changes for specific client id
      operationId: ClientChanges_GetClientChangesAsync
      parameters:
      - name: clientId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: cancellationToken
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
    put:
      tags:
      - Portfolio/ClientChanges
      summary: Updates a list of client changes for specific client id
      operationId: ClientChanges_UpdateClientChangesAsync
      parameters:
      - name: clientId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: cancellationToken
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ClientChangeDto'
              xml:
                name: ClientChangeDto
                wrapped: true
              type: array
          application/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ClientChangeDto'
              xml:
                name: ClientChangeDto
                wrapped: true
              type: array
          text/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ClientChangeDto'
              xml:
                name: ClientChangeDto
                wrapped: true
              type: array
          application/xml:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ClientChangeDto'
              xml:
                name: ClientChangeDto
                wrapped: true
              type: array
          text/xml:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ClientChangeDto'
              xml:
                name: ClientChangeDto
                wrapped: true
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ClientChangeDto'
              xml:
                name: ClientChangeDto
                wrapped: true
              type: array
          multipart/form-data:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ClientChangeDto'
              xml:
                name: ClientChangeDto
                wrapped: true
              type: array
        required: true
components:
  schemas:
    OAS.WebApi.DTO.Portfolio.ClientChangeDto:
      properties:
        id:
          type: integer
          format: int32
        clientId:
          type: integer
          format: int32
        asOfDate:
          type: string
          format: date-time
        changes:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.ClientChangeSetDto'
          xml:
            name: ClientChangeSetDto
            wrapped: true
          type: array
        auditedDate:
          type: string
          format: date-time
        auditedBy:
          type: string
      xml:
        name: ClientChangeDto
      type: object
    OAS.WebApi.DTO.Portfolio.ClientChangeSetDto:
      properties:
        entityType:
          type: string
          enum:
          - Undefined
          - Payee
          - BrokerDealer
          - Wholesaler
          - Rep
          - Client
          - Registration
          - Account
          - Asset
          - Product
          - Transaction
          - Distribution
          - FundFamily
          - Personal
          - PayoutSchedule
          - FeeSchedule
          - Platform
          - RIA
          - Custodian
          - Journal
          - SWP
          - Other
          - NASD
          - CashFunding
          - Bill
          - BillInstance
          - BillMasterPayout
          - Model
          - NewAccountClient
          - NewAccountReg
          - DownloadExclusion
          - Price
          - UserDefinedFields
          - NewAcctUserDef
          - ManagersMessage
          - IndexEntry
          - PerformanceFee
          - PerformancePayout
          - NewAccountAsset
          - Owner
          - Beneficiary
          - Administrator
          - OutsideClient
          - SubAdvisor
          - ModelRange
          - FaxCover
          - Fax
          - OneTimeDistribution
          - WebLogin
          - Plan401k
          - BillAccountItem
          - ThirdPartyAdministrator
          - CrmContact
          - Participant
          - PlanSponsor
          - CRMEmailList
          - ThirdParty
          - WorkflowItem
          - WorkflowAction
          - ServiceAccount
          - EntityOption
          - HouseholdMember
          - DownloadSymbol
          - IndexBlend
          - NABenefit
          - AggregateModel
          - CompositeRange
          - RepAccountManager
          - ScriptsScrubs
          - ServiceAccountBrokerDealer
          - BusinessLine
          - Blob
          - AssetClass
          - ServiceAccountLite
          - NewAcctUserDefDtl
          - Branch
          - AssetLevelStrategy
          - Report
          - DataQueries
          - PriceUnUsed
          - ModelItem
          - AssetCategory
          - RiskCategory
          - PlatformRange
          - Dividend
          - RegistrationType
          - CustodianCommon
          - RepState
          - QPEDashboard
          - ReportBatch
          - ModelGroup
          - ShareClass
          - DownloadFile
          - User
          - DynamicGrouping
          - ProductType
          - ProductSubType
          - InvestmentObjective
          - PortfolioGroup
          - OrionRealizedLot
          - OrionUnrealizedLot
          - CustodianRealizedLot
          - CustodianUnrealizedLot
          - AssetCategoryParent
          - TaxType
          - Banking
          - RMD
          - Systematic
          - ProductRegion
          - ProductPropertyType
          - ProductManagerAip
          - AdditionalRep
          - DownloadSource
          - DownloadRecord
          - Cotenant
          - AllocatedUnrealizedCostBasis
          - AllocatedRealizedCostBasis
        oldEntityId:
          type: integer
          format: int32
        newEntityId:
          type: integer
          format: int32
        oldEntityName:
          type: string
        newEntityName:
          type: string
        oldRepTitleId:
          type: integer
          format: int32
        newRepTitleId:
          type: integer
          format: int32
        oldRepTitleName:
          type: string
        newRepTitleName:
          type: string
        oldEntityNumber:
          type: string
        newEntityNumber:
          type: string
        actionType:
          type: string
          enum:
          - None
          - Inserted
          - Updated
          - Deleted
        isDeleted:
          type: boolean
        isPartOfSet:
          type: boolean
        isUncommitted:
          type: boolean
        editedBy:
          type: string
        editedDate:
          type: string
          format: date-time
      xml:
        name: ClientChangeSetDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header